Kpm Investment Management Inc (Omaha)

Kpm Investment Management Inc is a large advisory firm based in Omaha. It manages $359.2 million of regulatory assets for 87 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Colorado and Nebraska.

Kpm Investment Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kpm Investment Management: assets under management

The assets under management (AUM) of Kpm Investment Management Inc is $359.2 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $359.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.13 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Kpm Investment Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Kpm Investment Management Inc

Leroy Christian Petersen has been acting as President since 1 Mar 2000. Kurt William Kitson joined the executive team most recently as the Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mutual Of Omaha	100% owner of corp parent	1 Mar 1994	75% - 100%	47-0246511
Rodney Dean Cerny	President & cio	1 Mar 1994	Other	829169
Kfs Corp	Corp parent	1 Jul 1996	75% - 100%	47-0799696
Leroy Christian Petersen	Chairman	1 Mar 2000	Other	361204
Richard Allen Witt	Director	1 Jan 2001	Other	2755587
Kurt William Kitson	Treasurer	1 Nov 2001	Other	2284435

Indirect Owners

The SEC currently registers 7 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Patrick Matthew Miner	Vice president	1 Mar 1994	Other	856144
Christopher Boyd Johns	Sr. vice president	1 Mar 1994	Other	2340319
Jeffrey Norman Sime	Treasurer	1 Mar 1994	Other	1554798
Mutual Of Omaha Insurance Company	100% owner of corp parent	1 Mar 1994	75% - 100%	47-0246511
Barry Ward Dunaway	Vice president	1 Jun 1997	Other	2670445
Brian Paul Mcginty	Secretary	1 Jan 1999	Other	3224216
Brent Allen Boyce	Assoc. portfolio mgr.	1 May 2000	Other	2733876

Based in Omaha

The principal office where Kpm Investment Management Inc performs its advisory services is located at 10250 Regency Circle, Omaha, NE 68114 5701, which is also the mailing address of the firm. An additional office of the firm is in Denver, CO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 402-392-8373 or by fax 402-392-8370. The normal business hours are 8:00am to 4:30pm on Monday - Friday.